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Best Practices for Online Public Consultation in the Property Development Industry

Apr 02, 2018

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    Best Practices for Online Public

    Consultation in the Property

    Development Industry

    Prepared by:

    Maureen Mendoza | August 31, 2012

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    Table of Contents1. Introduction .. 3

    2. Public Consultation in the Property Development Industry ... 5

    Fluid Roles of Industry Proponents .. 5Permit Seekers 5

    Agenda Setters 5

    Public Relations Managers . 5

    Trust Builders 5

    Competitors .. 6

    Collaborators ... 6

    Needs of Industry Proponents for Public Consultation .. 6

    Meeting Development Permit Requirements . 6

    Gathering Data That Guides EvidenceBased Decision Making . 6

    Strategic Targeting Of and Notification To Community Residents . 7Having CostEffective Project Management & Consultation .. 7

    Having a Sense of Consultation Control. 7

    Meeting Project Deadlines .. 7

    Negotiating and Practicing Balanced Consultation 8

    Knowing Who They Consult With 8

    Public Understanding .. 8

    3. Adopting Online Technologies Barriers & Constraints . 9

    Context Barriers .. 9

    Citizen Backlash & Controversy... 9Meeting Specific Timelines ............... 9

    Assuring Consultation Guides Decision Making . 10

    Proponent Avoidance .. 10

    Managing Information Delivery 10

    Intercultural Participation & Accessibility Barriers . 10

    Lack of Standardize Online Consultations Practices 10

    Increasing and Promoting Authentic Consultation .. 11

    Method Barriers .. 11Achieving Statistical Significance . 11

    Complementing Existing Methods .. 11

    Abuse of Online Consultation . 11

    Ease of Adoption and Use . 12

    Concern over Security & Moderation . 12

    Easy Reporting .. 12

    Going Beyond Social Media .... 12

    Adopting Online/Offline Promotion Best Practices . 12

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    4. Best Practices Adopting Online Consultation 13Add Online Consultation As Part of A Toolkit & Engagement Plan .. 13

    Achieve Geographic Specificity............................. 13

    Stay Competitive ................................................... 13

    Start Early............................................................. 14

    Find Fit & Determine Scale ............................................................... 15Determine Verification ............................................................................. 15

    Communicate: Tell Your Story, Foster Conversations, Respond............... 14

    Prioritize Moderation ............................................................................... 15

    Integrate With Communication Outreach ................................................ 15

    Provide Necessary Contacts & Documentation ........................................ 15

    Innovate .................................................................................................... 16

    Invest in Training ...................................................................................... 16

    Establish Internal Standardization ............................................................ 16

    Choose Platforms With Existing Consultation Reach ................................ 16

    Consider Cost............................................................................................ 17Manage Expectations & Consultation Responsibilities ........................................ 17

    Seek Industry Adoption ............................................................................. 17

    Integrate with Existing Technologies . ...................................................... 17

    Find it Easier, Not Harder......................................................................... 18

    Manage Expertise Bias... 18

    Concluding Remarks .. 19

    Acknowledgements ...... 19

    Appendix 1 Best Practices For Promoting your Topic .. 20

    Appendix 2 Consultation Contacts ... 21

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    1. IntroductionFor those in the property development industry, public consultation can be perceived as more

    about holding consultation as a requirement a means to an end of a development permit

    and/or project design process rather than addressing public skepticism, fostering inclusion, and

    developing transparency. Increasingly, more attention and criticism is given to a developments

    lack of public engagement than the actual consultation feedback itself and how it may guide

    development. Indeed, on a larger scale, robust public engagement at all levels generally, and in

    the property development industry in specific, can be seen as an indicator of democratic

    legitimacy.

    This report was written as a result of meeting with thirtytwo companies within the property

    development industry. They included planning and environmental consultants, consulting

    engineers, architects, and developers. The main goal of these meetings, conducted between

    June August 2012, was to discuss current practices of online engagement and introduce

    PlaceSpeak, a locationbased online consultation platform developed in Metro Vancouver.

    Conversations with industry proponents brought into focus past challenges of adopting online

    consultation methods, current initiatives being explored as well as future directions of the

    industry with respect to online consultation. These meetings highlighted hesitations and

    concerns with online consultation but also opportunities for and willingness to experiment with

    online engagement in general and the potential for using PlaceSpeak in specific.

    The goal of this qualitatively based report is threefold. First, to discuss the climate of public

    consultation within the property development industry, its specific needs relative to other

    consultation proponents, and how online consultation may meet those demands. Second, this

    report aims to outline particular barriers to adopting online consultation and specific

    opportunities that the industry can welcome in order to adopt online consultation as method of

    citizen engagement. Lastly, this report recommends specific ways in which the property

    development industry can support, adopt, and sustain online consultation into their current

    and future work in light of PlaceSpeak.

    Overall, this report contributes to a greater discussion of the changing character and quality of

    online consultation, and offers the open challenge and invitation for proponents in the property

    development industry to improve civic participation through technological innovation and

    creativity.

    This report is a result of a fourmonth long internship with PlaceSpeak, a geosocial online

    consultation platform developed by New City Ventures as part of the MITACS Research

    Accelerate Internship Program and as part of course requirements with the School of

    Community and Regional Planning at the University of British Columbia.

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    2.Public Consultation in the Property Development IndustryMeeting with principal architects and landscape architects, consulting engineers project

    managers, planning consultants, business development directors, and community liaisons

    across the property development industry, it is important to outline and understand how online

    consultation fits into the context of the industry. This involves understanding the specific needs

    and roles of the industry as it relates to public consultation and how the perception of those

    roles affects consultation.

    Fluid Roles of Industry Proponents

    1. Development Permit & Area Amendment SeekersWorking within the framework of the approval process for development permits and/or

    rezoning is a major focus for industry proponents, specifically developers, but not excluding

    planning and environmental consultants, planners, architects, and consulting engineers who

    may all be involved at varying levels of a project. This also applies for industry proponents

    looking to amend area plans of a municipality as stated in their official community plan.

    2. Agenda SettersProponents in the industry set the agenda of consultation in collaboration with

    municipalities. They provide and ideally communicate alternatives for development to the

    public. Developers and planners propose a new future for land, in concert with architects

    and/or consulting engineers who propose their designs and structural expertise. Quite often

    they are also seen as gatekeepers and key influencers with the most power in a consultationthat guide project outcomes and decisionmaking.

    3. Public Relations ManagersUnderlying the consultation process is that the project can directly impact public perception

    of the proponent. Because most proponents in the industry belong to the private sector,

    public consultation is intrinsically tethered to the companys public relations, brand

    management and tied to larger business plans for organizational growth. This is especially so

    with contentious development that may drastically change the landscape of a specific

    geography, or when development involving natural resources is concerned.

    4. Trust BuildersIndustry proponents often do their work in communities with residents who are dissatisfied

    and critical of the consultation process. They may have a distinct opinion perhaps in

    opposition to the proponents even before consultation has begun. For this reason,

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    proponents involved find themselves as trust and consensus builders, needing to convince

    specific groups to come alongside development proposals while also dealing directly with

    those in direct opposition.

    5. CompetitorsThere is constant competition for project work between industry proponents. The RFP

    process, particularly at the municipal and regional level is highly competitive with

    proponents eager to learn of tools to give them the advantage to be selected.

    6. CollaboratorsWhile they may be competitors in their industry, proponents are also colleagues who

    collaborate on projects. Developers provide deep capital and investment into projects.

    Architects must pose and answer designrelated questions. Planning consultants provide

    context to how development may fit into larger context of official community or area plans.Environmental consultants consider the ecological implications of development. Consulting

    engineers provide specific technical building science expertise. At any given stage, all can be

    engaged in varying degrees within the public consultation process. Industry proponents also

    heavily collaborate with municipalities, who often connect with and contract out to

    consultants to conduct their public engagement outreach.

    Needs of Industry Proponents for Public Consultation:

    Those in the property development industry desire much out of the public process for one main

    reason: to see a proposed project through to completion. Because of this overarching need,industry proponents have articulated specific requests to consider as they are assigned, plan,

    and execute consultation efforts. In no particular order, these needs include:

    1. Meeting Development Permit RequirementsIndustry Proponents need to follow the development permit process. This means meeting

    the necessary public consultation requirements necessary as outlined in the Local

    Government Act and/or community charters for official community plan amendments

    concerning rezoning applications.

    2. Gathering Data That Guides EvidenceBased Decision MakingQualitative and quantitative data is necessary for industry proponents given that evidence

    based decision making is consistently desired. However, gathering concise, clear, and

    verified data is a challenge, particularly authenticating that data to a geographic location.

    The need for locationbased consultation verification and technology adds to proponents

    ability to imagine and appreciate the value of information enhanced by specified location.

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    To know where responses are coming from is becoming increasingly required. Further, data

    grounded with analytics and demographics is highly valued, as proponents would like to

    know that consultation respondents have viewed and processed information before they

    have responded so that feedback is ideally educated and informed.

    3. Strategic Targeting Of and Notification To Community ResidentsThe ability to target specific groups for consultation and to notify them of project

    information is a key need for industry proponents. They would like to reach a silent majority

    that are either busy or unable to attend open houses as well as to outreach to those who

    want to participate but turned off by how public process is currently structured. Some view

    this as a legislated obligation, while others an ethical requirement. Even though

    municipalities take responsibility of the majority of public notification, they would also like

    to independently notify residents, particularly for consultation meeting times, deadlines,

    and to ask for feedback.

    4. Having CostEffective Project Management & ConsultationIn responding to RFPs and in efforts to remain competitive in their field, costeffectiveness

    is highly valued in the property development industry. Proponents must justify spending in

    their public consultation plans, particularly when collaborating on public infrastructure

    projects. That being said, some proponents are also willing to spend on marketing

    initiatives to promote and sell their developments to their targeted markets and have large

    budgets for public consultation.

    5.

    Having a Sense of Consultation Control

    While the depth and length of consultation always varies, the need to have controlled

    consultation is valuable for industry proponents. Whether it is the design, content,

    notification, or information sharing, industry proponents desire control of the consultation

    process. This includes the need to correct wrong information to residents, to control the

    identity and branding of their company, as well as to know the identity of those they are

    consulting with.

    6. Meeting Project DeadlinesOn one hand, consultations can be time sensitive and proponents work hard under pressure

    to meet deadlines, sometimes at the expense of insufficient public consultation. On the

    other hand, the development permit process can also be lengthy and projects must go

    through multiple design iterations and public consultation phases to be approved. Finding

    the appropriate and sufficient amount of consultation is needed.

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    7. Negotiating and Practicing Balanced ConsultationIndustry proponents struggle to have balanced consultation on many levels: consultation

    must be inclusive and but often also specific and targeted; it must be timely to meet

    deadlines but provide enough time for sufficient feedback; it must be transparent but also

    foster and provide the publics desire for anonymity and privacy. This balancing act canmake public consultation a complex process for industry proponents.

    8. Knowing Who They Consult WithProponents value nonanonymity. They would like to know demographics and location of

    people they consult with to add assurance that they are consulting with people directly

    affected by their proposed development.

    9. Public Understanding

    Industry proponents often referenced frustration with the publics perception of their

    power, what is in their jurisdiction, what is in the jurisdiction of the municipality, or when

    developer consultation is handed over to the municipality after approval of a rezoning

    application. Whether the consultation is a developer or city issue is sometimes

    confusing. During public consultation, industry proponents desire to better inform the

    public of their role in the consultation and the extent to which consultation can or will be

    decided by council.

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    3.Adopting Online Technologies Barriers & ConstraintsSeveral main barriers to adopting online consultation methods became evident in proponent

    meetings. These barriers can be divided into two main categories, with obvious overlap

    between each. These include:

    a) Context Barriers in the current industry environment that dissuade proponents and

    b) Method Barriers inherent to public consultation specifically relating to online factors

    Context Barriers

    1. Citizen Backlash & ControversyThe possibility of online consultation being yet another avenue to drive project backlash and

    opposition to a project particularly when it is at a crucial point of the process causes much

    uneasiness for industry proponents. This is less of a concern for developments that are

    publically uncontested, but especially so in controversial applications where there is a high level

    of risk for the proponent that their proposal could be rejected or subject to major changes.

    Proponents constantly have to manage contentious relationships where roles are established

    they must defend a proposal while citizens attempt to protect a certain place. The process

    can be exhausting and daunting, and can often feel uncertain. Industry proponents must

    accommodate changes, while dealing in environments where the public may fear and oppose

    change. Proponents must also accept consultation results that may not be in favour of the

    proposal or when discovering results do not align with vocal special interest groups.

    When facing such a barrier, it may be difficult for an industry proponent to want to include

    online consultation as yet another avenue that opposition and misinformation can proliferate if

    the discussion is not controlled.

    2. Meeting Specific TimelinesBecause consultations are time sensitive, industry proponents may feel rushed to complete the

    required public consultation component and do not want to deal with setting up online

    consultation. In this case, it is much easier to strictly adhere to traditional methods such as

    open houses and surveys because they are assured methods. Further, a drawn out

    development permit process may be costly. For example, a developer pays monthly fees on the

    landoption of their proposal site so there is an incentive for short consultation. The

    development approval process can last upward to two years, but assuring good consultation

    may take longer.

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    3. Assuring Consultation Guides Decision Making

    Industry proponents may experience lack of consultation participation because citizens feel

    that their input will not make a difference in outcome and that important decisions have been

    and will be made regardless of their opinion. In order to proceed with adopting online

    consultation, proponents must increasingly demonstrate that information gathered inconsultation both on and offline is first acknowledged and then incorporated into decision

    making or, if not, provide justification for why.

    4. Proponent Avoidance

    Citizens are not the only ones wary of the consultation process. Industry proponents sometimes

    admit to not wanting to take on consultation because the process can quickly become

    polarized. Some admittedly send more junior staff to run consultation. Proponents have largely

    remained wary of online communication because of a websites propensity towards anonymity,

    as respondents can provide feedback but while still remaining anonymous.

    5. Managing Information Delivery

    Industry proponents relayed that communication outreach is sometimes insufficient even when

    a specific group is targeted. They have expressed a lack of standardized communication to

    continuously and regularly interact with citizen groups on and offline to promote informed

    awareness. Particularly online, proponents have extensive contact lists, but would like a

    automized means by which citizens can be repeatedly notified about upcoming consultations,

    its progress, or updates on outcomes besides email and social media.

    6. Intercultural Participation & Accessibility Barriers

    A lack of diversity often plagues industry proponents. Language and accessibility issues are also

    cited as major concerns, preventing distinct groups and people in communities and

    municipalities from full participation from which proponents would like to hear. Also, certain

    groups who do not come from a cultural environment where public consultation is the norm

    may not readily participate. In the context of online consultation, proponents worry that the

    digital divide will withhold particular voices or bias participation towards younger and more

    digitally literate groups, but this becomes mitigated as elderly and lowincome populations

    two main groups of concern have increasing access.

    7. Lack of Standardized Online Consultations PracticesFor the most part, industry proponents experimentation with online consultation has been

    voluntary and completely up to industry leaders to set precedents and chart new online

    territory with their engagement practices. Online consultation is not required; however, the

    demand is growing as municipalities are beginning to list online engagement as requirements

    on RFPs. Because of this, industry proponents may use online engagement to remain

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    competitive against other bidders on proposals. The lack of standardization leaves industry

    proponents solely responsible for taking up online consultation methods, having no initial

    incentive to do so besides the hope that they are staying ahead of the curve.

    8. Increasing and Promoting Authentic ConsultationProponents acknowledge that consultation may not see as real or legitimate by the public.

    Consultation tools can facilitate open engagement, but the acknowledgement of larger issues

    that plague public participation must also be understood by proponents in order to recognize

    the full potential for online consultation to change discussion and the consultation landscape,

    not merely facilitate the same discussion in a different format.

    Method Barriers

    1. Achieving Statistical Significance

    Proponents are concerned that information received from online consultation, such as results

    from surveys, polls, or even discussion forums cannot be or are not as statistically significant as

    other methods of engagement particularly because participants are selfselected and optin to

    participation and not randomly selected. However, proponents do recognize that some voices

    are inherently louder than others both online and offline and no matter the means, those

    who want to be heard will find a way to do so. Arguments can also be made for inperson

    consultation methods where citizens always have a choice to attend and/or participate.

    2. Complementing Existing Methods

    Industry proponents may not understand that online consultation is meant to complement not

    replace existing methods of consultation. Industry proponents still express a desire for faceto

    face contact to see the whites of one anothers eyes. Many industry proponents may be hired

    or hire others to facilitate public consultation and concern over how certain jobs in the industry

    (ie. event facilitators) may feel threatened or unsure of how their position now fits into the

    consultation spectrum. It should be clear that open houses, public meetings, doortodoor

    outreach are all still methods for engagement that can, should and will be conducted.

    3. Abuse of Online ConsultationFor industry proponents who have been early adopters of online consultation, they haveencountered problems and learned important lessons that have shaped their desires for future

    use of online platforms. As with any new technology, online engagement can be seen as a big

    change and for many early adopters, attempts at online consultation have been problematic or

    less successful because there has been no rigour around authenticating citizens to place,

    resulting in troll attacks. A secure platform is extremely valuable for industry proponents.

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    4. Ease of Adoption and Use

    Industry proponents are in search of online engagement platforms with interfaces that will

    make their jobs easier not harder. If platforms are not intuitive, requiring a steep learning curve

    and extra time, proponents will have a hard time justifying online engagement. This includes

    payment, setup of consultation and moderation. Some industry proponents admit consultationis not their forte, and that online consultation is a new method in a wider process that may be

    uncomfortable but necessary and thus must be guided and supported if they are to become

    early adopters of online practices.

    5. Concerns Over Security & Moderation

    The anticipated time needed to moderate online content concerns industry proponents. They

    do not want to spend significant portions of their day managing, responding, or even blocking

    respondents due to bad online behavior. Similarly, they do not want to be constantly notified of

    every single response in real time, especially if the consultation receives a lot of feedback. Thisties back to overall security concerns that for the most part, anyone can participate, lending to

    the suggestion that authenticated online participation is increasingly necessary and valuable.

    6. Easy Reporting

    Industry proponents are also very eager to know how they will receive data from online

    consultation and how information will be segmented and if raw data can be easily analyzed to

    produce their reports. Past use of online engagement has indicated they are apt to use

    platforms that make their analysis as easy as possible.

    7. Going Beyond Social Media

    Most proponents acknowledge the ubiquity of social media. However, most forms of social

    media focus more on information and service delivery (ie. brand to consumer) and less on

    technology fostering civic participation. Industry proponents are beginning to recognize the

    potential for social media not only to propel their branding and corporate communication, but

    how it can be incorporated as part of the jobs they do and projects they develop. In order to

    gain better response rates, industry proponents understand that they must not only look to

    common social media outlets (ie. Facebook & Twitter) but also platforms that can do more than

    just communicate information to which Followers can respond.

    8. Adopting Online/Offline Promotion Best Practices:

    A barrier to adopting online engagement is the inability to effectively advertise the consultation

    to the general public, much like recruiting residents to attend open houses. Having the online

    tool is not enough; offline efforts must accompany online consultation. Proponents have

    expressed that expectations should be managed around response rates, and that a variety of

    offline factors can influence the success of an online consultation.

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    4. Best Practices For Adopting Online Consultation

    Based on the specific roles and needs of industry proponents, and the context and method

    barriers in which they carry out their work, the following are specific recommendations in

    adopting online consultation. Contrasting these recommendations when applicable is how the

    PlaceSpeak platform meets industry demands.

    1. Add Online Consultation As Part of A Toolkit & Engagement PlanFirst and foremost, to adopt online consultation, industry proponents should acknowledge that

    it is only one method in a host of possible tools. Understanding online consultation is not meant

    to replace traditional methods is important and key when developing engagement plans to

    determine suitability of online engagement and at what stage of outreach it will be used.

    2. Achieve Geographic SpecificityHerbert Kubicek wrote in 2007, As urban planning to a large extent

    consists of information with some spatial relation, it is important to link

    and integrate the participation tools with geographical information

    systems (GIS) providing the reference points for the consultation.1

    Five

    years later, the kind of geobased civic technology Kubicek proposed is just

    beginning to catch on. It is clear that industry proponents both need and

    want a geobased online consultation platform that links respondents to

    their place. Find a platform that can authenticate users and their locations

    instead of allowing them to remain anonymous.

    3. Stay CompetitiveInclude Online Consultation in RFPs where the nature of the project fits well. This signals to

    municipalities who are also recognizing the value of online consultation that you are willing

    to explore new methods. Cultivate collaboration with a municipality who can support your

    adoption of civic technology, particularly when responding to RFPs. For municipalities, this will

    add incentive to standardize online consultation as part of their various planning and

    development processes already in place. Lastly, take advantage of any Open Data strategies

    that a municipality or government body is implementing

    1Electronic Democracy and Deliberative Consultation on Urban Projects: Putting EDemocracy into Context,

    prepared by Prof. Dr. Herbert Kubicek, University of Bremen, Germany, October 2007, pg. 13.

    PlaceSpeak authenticates

    users to place through geo

    verification, requiring users

    to provide an address of

    where they either live, work

    or play.

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    4. Start EarlyIn order to implement online consultation, it is best to start online consultation at the earliest

    stages of project development, aiming for project and proponent transparency. This would

    mean including an online consultation component in the RFP proposal, regardless of whether or

    not the RFP has indicated it as a requirement, and then hosting online discussions throughproject visioning, development permit approval process, and perhaps even during project

    building and completion.

    5. Find Fit & Determine ScaleWhile every consultation can be online, some are more suitable than

    others and like any other consultation method, it is important to determine

    the appropriate applications. Some consultations can begin closed with a

    specific group of contacts and stakeholders before becoming open to the

    public. Find a platform that can allow and restrict participants according toconsultation needs. This includes the geographic scale will consultation

    be regional, in a municipality, in particular neighbourhoods, specific

    organizations and interest groups, or a specific strata? The better

    consultation platform will be able to cater to these various levels of

    consultation.

    6. Determine VerificationIt is important to establish how to authenticate users is it by address,

    property assessment number, student or employee number? Online tools

    can be developed to add verification layers besides a postal code or email address. Determine what level of the consultation citizen anonymity

    is comfortable for your consultation if any level at all and build

    verification layers from there.

    7. Communicate: Tell Your Story, Foster Conversations, RespondThe best online consultation is when stories are told well, and that citizens

    can respond and share their stories, too. Use online consultation to

    communicate communicate project details, timelines, events, survey

    questions, discussion boards, how citizens can be involved to enhancetwoway communication between proponent and citizen and between

    citizens as well.

    PlaceSpeak requires

    proponents to outline a

    consultations geographic

    boundaries and can limit

    participants to thoseboundaries as small or as

    large as required.

    PlaceSpeaks platform hostsdiscussion forums, polls and

    surveys, notice boards and

    has a notification system.

    PlaceSpeak verifies all its

    users and can vet toproponents that they are

    who they say they are and

    live where they say they live

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    Telling the story, fostering conversations, and responding can be effective by:

    Remembering it doesnt always have to be with words pictures and videos can beequally if not more effective particularly online;

    Asking specific questions rather than blank comment feedback boxes; Keeping respondents uptodate and in the loop at all levels of the project from start

    to finish;

    Incorporating continuous and regular feedback in order to develop and maintainonline relationships to citizens. It will help to keep them informed and hopefully

    engaged throughout the development process.

    Proponents should choose a platform that provides multiple alternatives to make this

    communication easy depending on target groups and project needs.

    8. Prioritize ModerationIt is important to establish from the beginning of the consultation how

    content will be moderated and who is responsible for doing so. Will

    discussion boards be allowed? If so, who will moderate entries and how

    often? Will respondents be able to upload their own documents, or will

    online consultation be used to provide information more than to drive

    feedback? Determine who will be in charge and what is expected of their

    moderation will moderators respond back to all questions; if not, which

    ones? Proponents should choose a platform that provides the most

    control of moderation settings, including when they want to be notified.

    9. Integrate With Communication Outreach2Driving citizens to online consultation is all about providing multiple points

    of connectedness. The tool is only as good as effective marketing of a

    consultation. Taking advantage of commonly used social media & the

    social graph is a start. Proponents should use Facebook, Twitter, and

    existing blogs to link to a consultation. If a project has its own website, find

    ways to integrate consultation to the website as well. It would serve

    proponents well to print the consultations web address on all promotional

    print material and if possible put out press releases and gain media coverage.

    10.Provide Necessary Contacts & DocumentationBecause it is online, citizens should be able to search and find the basic information they would

    need from a consultation, particularly the projects primary contact. Proponents should provide

    a the name, number and email address of a project contact to help assure respondents online

    2For a more extensive Best Practices For Promoting Your Topic refer to Appendix A.

    PlaceSpeaks offers

    proponents controlled

    moderation and the ability

    to block users. All users

    Name and Location are

    known to the proponent.

    PlaceSpeaks provides all

    proponents Best Practices

    For Promoting Your Topic

    guide outlining online and

    offline practices directing

    citizens to consultation

    page.

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    that there is still a person and team behind the consultation. While the most important ideas

    should be communicated visually on the consultation site, additional documents such as council

    minutes, original poster boards, or Powerpoint presentations should also be uploaded. Copies

    of online surveys should also be made available for download in the chance that a visitor to the

    online consultation would like to print and mail a survey instead of filling it out online.

    11.InnovateExplore how online consultations can fit into existing outreach model as

    well as how you can create new engagement methods. Can a virtual open

    house be held at the same time as an inperson open house by streaming

    video? Can openchat hours where at settimes, a project team can

    answer questions posed by residents online? What are the opportunities

    for online recruitment for inperson consultation meetings? Dont be

    afraid to push the boundaries of what can be done online by outlining

    distinct needs and then asking how online consultation can help.

    12.Invest in TrainingAs online engagement is still new and there are early adopters in the property development

    industry, there may or may not be inhouse capability to setup a consultation. It is wise for

    proponents to invest in training as they would in any other facilitation process. Make sure that

    all administrators and moderates of a consultation are properly trained on the platform and

    common practices are established (ie. moderating schedules; updating and notification

    responsibilities). Choose a platform provider that assures good support, setup options, and

    that understands proponents may want to experiment, but may not yet be comfortable in

    doing it all on their own.

    13.Establish Internal StandardizationUntil standardization across the industry occurs, establishing an internal protocol for online

    consultation within an organization is a good idea, particularly in organizations that carryout

    multiple consultations and across multiple departments. Proponents can choose a preferred

    platform and establish internal directions to setup consultation when a project manager wants

    to use online engagement. Depending on the size of the organization, it is also important to

    determine who has the authority to approve online consultations and make it clear to all

    departments and relevant staff.

    14.Choose Platforms With Existing Consultation ReachWhen considering online platforms, choose a platform that may already have

    access to citizens interested in your consultation topic. This is particularly

    important in outreach efforts, but not always necessary, especially in

    environments where little to no online consultation has occurred.

    PlaceSpeaks platform is

    consultation bank wher

    users can be repeatedly

    notified of consultation

    they become created.

    PlaceSpeaks is open to

    develop new consultation

    features on its platform

    depending on a proponen

    needs. New platform

    developments are release

    weekly.

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    15.Consider CostYour budget will range according to project, and particularly if you reply to

    a municipalitys specific RFP. However, it is always important to stay on

    budget no matter how small or large the consultation. Therefore,

    choose a platform that will quote you costeffect options that havesufficient services for your needs. Generally taking a consultation online

    can be costeffective, particularly in contrast to methods used to

    require random sampling such as doortodoor, phone, or even mailers.

    16.Manage Expectations & Consultation ResponsibilitiesIf it is a proponents first online consultation, managing expectations from the beginning is

    crucial, particularly when working as a consultant for a department in a municipality, or a large

    organization like a transit authority or regional administration body. If possible, proponents

    should work with the communication team to make use of their wide outreach network.Establish if municipal contact will be publicized on the online consultation site. Further, decide

    if the municipality or the industry consultant will moderate discussion. By sorting out roles and

    responsibilities for the consultation, both municipality and industry consultant will have a more

    standardized procedure, even if the method is new for both parties.

    17.Seek Industry AdoptionAs more industry proponents begin to see value in and use online technologies, it will become

    common and perhaps a best practice for respective fields. In addition to creating

    standardization internally and through requirements by municipalities through RFPs, industry

    proponents can also be guided into adopting online consultation by their professionalregulatory body. For respective industries, this advocacy can come from the following:

    Developers: Urban Land Institute and its provincial and regional chapters; Architects: The Architectural Institute of Canada and its provincial and regional chapters; Planners: the Canadian Institute of Planners and its provincial and regional chapters; Consulting Engineers: the Association of Professional Engineers and its provincial and

    regional chapters;

    Environment Industry Associations varied by province.18.Integrate with Existing Technologies

    Many proponents will have already invested in certain digital

    infrastructure and consultation services, like particular survey

    instruments (ie. Survey Monkey). It will be important for proponents to

    find a platform that can make use of such investments through

    integration.

    PlaceSpeaks pricing is

    customizable with monthlyand annual packages.

    Additional consulting is

    available for setup and

    moderation if needed.

    PlaceSpeak has developed

    iFrame widgets for easy

    website integration. It also

    has developed its API to

    connect with other services

    that want PlaceSpeaks geo

    authentication.

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    19. Find it Easier, Not HarderA good consultation platform should make consultation easier, not harder. This means finding a

    platform that has an interface that is intuitive for both the proponent and a citizen when they

    arrive at the consultation site. Do not underestimate the usability and experience of the online

    platform because if it is difficult for a proponent to navigate it, citizens will be equallydissatisfied.

    20.Managing Expertise BiasThe expertise of professionals in the property development industry can sometimes override

    public interest with the sentiment that the general public does not know whats best for them.

    As with any other form of consultation, industry proponents should avoid this mentality and

    approach online consultation with an open mind to the capabilities of soliciting and

    empowering the citizen voice.

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    Concluding Remarks

    This report sought to outline the distinct context in which proponents of the property

    development industry conduct their public consultation and the contextual barriers and

    methodological constraints they may face. However, as Section 4 of this report discusses, there

    are clear opportunities to structure and standardize online consultation, despite initial

    hesitations and concerns.

    Not only does online consultation bring another method to meet engagement requirements of

    development, it also ushers renewed possibility for engagement with and between people who

    have been jaded by the consultation process or who may not participate otherwise because of

    their busy schedules and the dissatisfaction with how consultation is currently carried out. Early

    adopters have influenced and are changing multiple industries and how they consult online.

    The promise and potential of online consultation has been hopeful but still full of undiscovered

    opportunity. Early adopters have experienced growing pains largely from accepting andreceiving anonymous consultation. It is only by trying that the ability to find out what works

    best, for whom and in what circumstance can be discovered and practiced.

    Acknowledgements

    Thank you to those who provided opportunity for this research and support in writing this

    paper:

    Colleen Hardwick, PlaceSpeaks Founder and CEO for her commitment to advancingonline public consultation and her support for me as a summer intern at New CityVentures;

    Penny Gurstein, for being my supervising professor at UBCs School of Community andRegional Planning;

    Renate Bublick, for her structured guidance in proponent outreach and duringconsultation meetings;

    Yuri Artibise, for his research assistance and ideas to expand community engagement; The PlaceSpeak team for their general support; Finally, MITACS and their Research Accelerate program for facilitating student

    opportunities for research and innovation.

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    Appendix 1 Best Practices For Promoting your TopicPrepared by Yuri Artibise, Director of Community Engagement at PlaceSpeak

    It is important to use a mixture of on and offline methods to spread the word about your topic

    and encourage participants to connect to it.

    Online Promotion: These online tactics will help broaden your engagement experience:

    Place a prominent link to your consultation site on your organizations website. This willdrive around 1/3rd of your traffic.

    A Customized and easy to remember vanity web address is especially important if youwill be doing offline promotion or holding public meetings. Direct links can account for

    around another 1/3rd of your total traffic.

    To ensure your topic is easily found by search engines use appropriate keywords in yourtopic title, abstract and description. For help determining the best keywords to use,

    Google offers a popular keyword search tool. Also consider embedding links to related

    website in your description text. Search engines are responsible for approximately 25%

    of topic page traffic.

    Links in emails are another effective way of driving people to your topic page. Send outan email invitation to your key stakeholders and target audiences letting them know

    about the project. Make sure the link to your topic web page is prominently displayed in

    your email. Ask them to forward on the email to their friends and family. This will

    provide between 5 and 10% of your traffic.

    Email your staff and let them know about the project as well. Again, ask them toforward on the email to their friends and family.

    Let the broader community know about your topic through social networks. Promotethe topic sites such as Facebook, Twitter and LinkedIn. In addition to simply posting the

    topic web address, ask engaging questions or including interesting information. This will

    provide the final 5 to 10% of your traffic.

    Offline Promotion

    Integrate your online process with other traditional engagement methods, including:

    Distribute a traditional media release with a catchy headline to your local media outlets.Be sure to include your topic page web address. Follow up with a telephone call to key

    media contacts. To get additional mileage from the release, post an edited version on

    your website and share the link on your social profile.

    Submit an opinion/editorial piece to your local newspaper. Many communitynewspapers are eager for content, and the oped page is one of the most read news

    section. Be sure to mention the topic web address.

    Appear on local radio and TV shows to discuss your topic. Be sure to mention the

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    specific topic web address. If your issue is regional in scope try to get on regional

    TV. Many stations set aside time for community affairs segments.

    Ensure your topic web address is prominent in any project collateral you produce., suchas flyers, mailers, newsletters, and posters. This is especially important if you will be

    holding public meetings.

    Prepare and distribute postcards with the web address prominently displayed at publicevents, and in public places such as local retailers, community centres. libraries, transit

    centres, and other places that people meet in your community.

    Following even a few of these steps will help increase traffic to your topic pageand ultimately

    participation in your consultationconsiderably.

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    Appendix 2 Consultation Contacts

    Architecture & Landscape ArchitectureBruce Carscadden Architects | Bruce Carscaden, Glen Stokes, Ian McDonaldCBA | Catherine Berris, Bill GushueDYS Architecture | Norm Chin, Glenn Gardner, Terry YenHughes Condon Marler Architects | Darryl CondonJames K. Cheng Architects | Don Chan, Winston Chong, Yuhua Yang Karl Gustavson Architect |Karl GustavsonNeale Staniszkis Doll Adams Architects | Larry AdamsPhilips Farevaag Smallernberg | Marta FarevaagPublic Design| Jessica LumPWL Partnership Landscape Architects | Grant Brumpton, Derek LeeVan der Zalm & Associates | Mark van der Zalm, Jacqueline Lowe, Raj Singh ZAS Architects | Matt Hessey, Leigh Collyer

    Planning

    Dovetail Consulting | Julie GardnerDunefield Consulting | Wilco van Bemmel InterVISTAS | Sam Sugita, Diego Leon ChiMetro Vancouver | Theresa HardingMVH Urban Design & Planning | Michael von HausenPacific Land Group | Laura JonesSocial Planning and Research Council of BC | Scott GrahamUrban Analytics | Michael Ferreira, Jon BennestUrbanics | Abhishek Mamgain, Yean Sian, Claire McQuarrie

    Engineering & Environmental ConsultantsAECOM | Jonathan TinneyAssociated Engineering | Sid SmithQuadra Planning Consultants || Michael McPheeSummit Environmental | Kathy Porter, Sid KwakkelTera Environmental Consultants | Katie McKinnon, Dave SareTetra Tech [EBA] | Adolfo Majano, Stephen Gardner, Mark Merlo

    DevelopmentAragon | David RoppelEmerson Real Estate Group | Ron EmersonTownline Group | Tim YeungWesbild | Jen AbyshireWesgroup | John Conicella, Amanda McDougall

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